Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
2025
Q1
$384K Buy
2024
Q4
$435K Sell
2024
Q3
$605K Sell
2024
Q2
$617K Buy
2024
Q1
$664K Buy
2023
Q4
$516K Hold
2023
Q3
$485K Sell
2023
Q2
$502K Buy
2023
Q1
$329K Sell
2022
Q4
$324K Buy
2022
Q3
$264K Buy
2020
Q1
Sell
2019
Q4
$261K Buy